The Countsy Controller is responsible for upholding the Company’s commitment to the Client by focusing on supporting the team and providing client back-up along with the Assistant Controller. In addition, the Controller has the managerial and interpersonal skills to address and resolve high-level Client and team issues. 

This position is primarily responsible for acting as the Manger of the team. The Controller will train, coach, and assist team members at all different levels (Accounting Managers, Senior Accountants, Staff Accountants, HR Generalists, Payroll Specialists, Assistant Controller). The Controller will take the lead, along with the Assistant Controller, in all quality control reviews and team checklists. 

The ideal candidate must be able to work with others at varying levels of Accounting, HR, and Payroll experience both within, and outside the organization. This position requires a high degree of independent judgment, decision making, and leadership skills.


  • Develop staff proficiencies with company practices, standards, procedures, tools and methodologies

  • Schedule and lead all new hire trainings for new team members

  • Take the lead on all quality control reviews and workload reviews

  • Effectively communicate with Client, and Countsy staff to understand and document priorities and work status

  • Oversee new process documentation and upgrades

  • Act as a point of escalation for Client issue resolution

  • Assist the team’s Implementation Specialist in complex implementation projects if needed

  • Controller level Client support work

  • Act as a back-up on all team Clients, supporting staff across all TSC levels 

  • Seek and communicate ways to improve Client satisfaction

  • Support Client and team with timely response to information requests

  • Take ownership of work and follow tasks through to completion

  • Utilize research and knowledge management channels

  • Take the lead in Annual Performance Evaluations 

  • Effectively interact with and support other Countsy staff, management and internal staff

  • Perform all necessary administrative responsibilities in a timely manner (e.g. Timesheet and expense report submission, annual review, response to e-mail and voice-mail, forecasting of upcoming availability) 

  • Comply with Countsy policies and procedures


    The above statements are intended only to describe the general nature of the job, and should not be construed as an all-inclusive list of position responsibilities.


  • Proven track record of exemplary Client service

  • Prior leadership or mentoring experience

  • Prior experience as a Countsy Accounting Manager or equivalent experience outside Countsy

  • Solid knowledge of Generally Accepted Accounting Principles in a variety of different industries and circumstances 

  • Ability to research accounting issues, reach logical conclusions, and apply to clients’ situation

  • Proven analytical skills

  • Excellent time-management and ability to prioritize changing tasks

  • Sense of urgency necessary to meet goals, objectives and deadlines

  • Excellent interpersonal and human relations skills aiding in acting as an effective team member

  • Ability to adjust to new conditions, clients, and tasks

  • Excellent written and verbal communication skills

  • Proven analysis, research, and problem solving skills

  • Ability to communicate Accounting principles and issues to other staff

  • Prior experience with multi-entity or startup clients (strongly recommended)

  • Ability to work with people of varied levels of accounting knowledge 

  • Demonstrated high degree of proficiency in Microsoft Excel – familiar with higher formulas (i.e. pivot tables, IF statements, VLOOKUP, etc.)

  • Ability to accept responsibility for errors, propose corrective measures and ensure controls are in place for non-recurrence

  • Knowledge of Company policy, procedures and organizational structure

  • Proficiency with various softwares, ERP systems, and Microsoft Office 

  • Demonstrated POISED traits (Proactive, Ownership, Inquiring, Self-Assured, Engaging, Adaptable)


  • Will interact directly with Client’s staff at all management levels

  • Will interact internally with Startup CFO’s and other Countsy staff

  • Will need to interact with Client vendors and contacts


  • Education: Associate’s or Bachelor’s Degree in Business, Accounting, Computer Information Systems or related field or equivalent experience. A Master’s Degree or CPA designation are a strong plus.

  • Experience: Minimum of eight (8) years as Accounting professional. Must have prior experience as a Countsy Accounting Manager, or equivalent outside company experience. 

  • Experience with software is required, specific platform tool experience is a strong plus. 


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